先进制造行业周报：特斯拉Optimus进入量产倒计时，小鹏发布人形机器人Iron

Investment Rating - The industry investment rating is "Overweight" [1] Core Views - The humanoid robot industry is entering a critical breakthrough phase, with global cumulative demand expected to reach approximately 2 million units by 2030, corresponding to a market space of about 700 billion yuan [7][10] - Tesla's Optimus is entering mass production, with significant advancements in its design and capabilities, indicating a strong growth trajectory for the humanoid robot supply chain [5][10] - Key investment opportunities are identified in various segments of the humanoid robot industry, including actuators, sensors, and core processing equipment [10] Summary by Sections Humanoid Robots - Xiaopeng's humanoid robot Iron has been officially released, featuring significant improvements in flexibility and intelligence compared to its predecessor, and is currently undergoing production training at Xiaopeng's factory [4] - Tesla's Optimus is reportedly executing tasks in factories, with mass production expected to commence soon, marking a pivotal moment for the humanoid robot industry [5][10] - The humanoid robot market is projected to see a substantial increase in demand, with Tesla expected to dominate the market share in the early years of production [7][10] Key Investment Targets - Recommended stocks include Beite Technology, Zuwai Co., Sanhua Intelligent Control, and others, focusing on companies involved in the humanoid robot supply chain [3][10] - The report emphasizes the importance of tracking technological iterations and new product releases in the humanoid robot sector [10] Other Key Industries - The report highlights several other industries for investment, including photovoltaic equipment, energy storage, semiconductor equipment, and automation, each with specific growth drivers and recommended companies [12][13][14][15]